Data merge icon how to#
Data merge icon pro#

Data merge icon how to#

Now that you know what you’ll need for a mail merge workflow, I’ll go over how to perform a mail merge in the Google Docs web app using Autocrat: A.

A Google Doc ( main document) containing the letter or email template with placeholders to insert mail merge data.

A Google Sheet ( data file) containing the data you want to merge into the document.

However, whether you’ll be using the Google Docs API, the Google Apps Script platform, or a third party add-on for your mail merge, you’ll need the following: Instead of using a third-party tool like Autocrat to start mail merge, use Google Sheets with GMass, the ultimate mail merge tool. Note: There’s a more straightforward way to perform a Gmail mail merge. These Google Workspace (formerly G Suite) apps let you create personalized Google Doc files by automatically inserting data from a Google Sheet or Google Form. Otherwise, consider using a third-party add-on like Autocrat, Smartsheet Merge, or Avery Label Merge. If you’re familiar with coding, you can use the Google Docs API or the Google Apps Script platform to create your mail merge. How to Perform a Mail Merge in Google Docsīefore we dive into the mail merge Google Docs process, it’s essential to know that Google Docs doesn’t have a native mail merge feature - unlike Microsoft Word.Īs a result, there are three popular ways to do a mail merge in Google Docs:

The Easiest Way to Perform Mail Merges Today.

Why Google Docs Isn’t Ideal for Performing Mail Merges.

How to Perform a Mail Merge in Google Docs.

(Click on links to jump to specific sections) I’ll then explain why Google Docs isn’t your best option to perform mail merges and walk you through the simplest way to do a mail merge! This Article Contains:

In this step-by-step guide, I’ll show you how to create a mail merge using a Google Doc template. You can also use the mail merge Google Docs approach. Now usually, you’d use tools like MS Word and Excel to perform a mail merge, but that’s not the only option out there. If you have any questions, contact Click2Mail Customer Support at 86 or Our hours of operation are Monday - Friday, 9 AM to 8 PM Eastern.A mail merge lets you quickly send a batch of personalized emails to a large email list. You will be returned to the job configurator, finish the job, and continue to Proof.

When you're finished adding mail merge fields and performing other edits to your document, click 'DONE', located in the upper right hand corner. Use the other text controls to change font, size, color, and perform other functions. The merge fields will appear surrounded by curly brackets. User your keyboard to enter text and click the mail merge icon to insert fields from the mailing list you selected. When you click it, a menu will expand to reveal the fields from your mailing list. This is the variable data mail merge icon. Use your mouse to click, drag and draw a text box on your document. To add a text box to your document, click the text icon located in the icon menu on the left of the open editor. Mail merge fields must be inserted into a text box.

Your document workspace will be in the center of the interface and the editing controls are located towards the left hand side. To edit an existing job, click 'SELECT FROM EXISTING'.Īfter choosing an existing document, click 'EDIT'. If you clicked 'CREATE', skip the next two screenshots and steps. Click 'CHANGE' if there is a list associated with the job but you need to choose a different list.Īfter associating a mailing list with the job you will need to create or open a document in the document editor. Click 'CREATE' to create a list and manually enter addresses. Click the upload icon to upload a new list. In the mailing list section, click 'SELECT FROM EXISTING' to choose a mailing list that's already been uploaded to the account. You must associate a mailing list with your job before mail merge fields can be inserted into the document. You must start a job and view it in the job configurator to work mail merge fields into a document.

Data merge icon pro#

Mail Merge can be added to your document using the MOL Pro editor.